Wellington Management Group
EXR icon

Wellington Management Group’s Extra Space Storage EXR Stock Holding History

Wellington Management Group’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,621
Closed -$211K – 1922
2025
Q4 		$211K Sell
1,621
-44,185
-96% -$6.02M ﹤0.01% 1880
2025
Q3 		$6.46M Sell
45,806
-22,932
-33% -$3.29M ﹤0.01% 1372
2025
Q2 		$10.1M Sell
68,738
-3,028
-4% -$441K ﹤0.01% 1206
2025
Q1 		$10.7M Sell
71,766
-20,625
-22% -$3.13M ﹤0.01% 1186
2024
Q4 		$13.8M Sell
92,391
-506,238
-85% -$83M ﹤0.01% 1100
2024
Q3 		$108M Sell
598,629
-42,300
-7% -$7.14M 0.02% 515
2024
Q2 		$99.6M Sell
640,929
-1,079,258
-63% -$157M 0.02% 537
2024
Q1 		$253M Sell
1,720,187
-479,160
-22% -$69.9M 0.04% 346
2023
Q4 		$353M Buy
2,199,347
+451,242
+26% +$57.4M 0.07% 277
2023
Q3 		$213M Sell
1,748,105
-516,613
-23% -$69.4M 0.04% 354
2023
Q2 		$337M Buy
2,264,718
+1,184,087
+110% +$178M 0.06% 277
2023
Q1 		$176M Buy
1,080,631
+278,761
+35% +$43.8M 0.03% 422
2022
Q4 		$118M Buy
801,870
+794,019
+10,114% +$127M 0.02% 491
2022
Q3 		$1.36M Sell
7,851
-9,745
-55% -$1.84M ﹤0.01% 1603
2022
Q2 		$2.99M Sell
17,596
-589,884
-97% -$109M ﹤0.01% 1456
2022
Q1 		$125M Sell
607,480
-88,253
-13% -$17.5M 0.02% 536
2021
Q4 		$158M Sell
695,733
-21,238
-3% -$4.21M 0.03% 509
2021
Q3 		$120M Sell
716,971
-38,312
-5% -$6.77M 0.02% 575
2021
Q2 		$124M Buy
755,283
+182,615
+32% +$27.4M 0.02% 573
2021
Q1 		$75.9M Buy
572,668
+322,490
+129% +$39M 0.01% 693
2020
Q4 		$29M Buy
250,178
+143,756
+135% +$16.4M 0.01% 950
2020
Q3 		$11.4M Buy
106,422
+38,133
+56% +$3.94M ﹤0.01% 1072
2020
Q2 		$6.31M Sell
68,289
-20,874
-23% -$1.94M ﹤0.01% 1167
2020
Q1 		$8.54M Sell
89,163
-52,237
-37% -$5.44M ﹤0.01% 1075
2019
Q4 		$14.9M Buy
141,400
+10,184
+8% +$1.11M ﹤0.01% 1058
2019
Q3 		$15.3M Sell
131,216
-712
-0.5% -$82.3K ﹤0.01% 1044
2019
Q2 		$14M Buy
131,928
+2,493
+2% +$262K ﹤0.01% 1101
2019
Q1 		$13.2M Sell
129,435
-62,562
-33% -$6.01M ﹤0.01% 1128
2018
Q4 		$17.4M Sell
191,997
-112,880
-37% -$10.3M ﹤0.01% 1032
2018
Q3 		$26.4M Sell
304,877
-208,169
-41% -$19.3M 0.01% 992
2018
Q2 		$51.2M Sell
513,046
-1,704
-0.3% -$159K 0.01% 786
2018
Q1 		$45M Sell
514,750
-72,757
-12% -$6.12M 0.01% 821
2017
Q4 		$51.4M Sell
587,507
-34,886
-6% -$2.94M 0.01% 764
2017
Q3 		$49.7M Sell
622,393
-241,878
-28% -$18.8M 0.01% 755
2017
Q2 		$67.4M Buy
864,271
+50,070
+6% +$3.84M 0.02% 638
2017
Q1 		$60.6M Sell
814,201
-79,327
-9% -$5.99M 0.01% 665
2016
Q4 		$69M Buy
893,528
+7,697
+0.9% +$567K 0.02% 619
2016
Q3 		$70.3M Buy
885,831
+125,125
+16% +$10.6M 0.02% 598
2016
Q2 		$70.4M Sell
760,706
-180,841
-19% -$16.3M 0.02% 579
2016
Q1 		$88M Buy
941,547
+6,285
+0.7% +$546K 0.02% 500
2015
Q4 		$82.5M Sell
935,262
-105,523
-10% -$8.67M 0.02% 526
2015
Q3 		$80.3M Buy
1,040,785
+73,415
+8% +$5.38M 0.02% 511
2015
Q2 		$63.1M Sell
967,370
-31,629
-3% -$2.14M 0.02% 647
2015
Q1 		$67.5M Sell
998,999
-90,716
-8% -$5.95M 0.02% 642
2014
Q4 		$63.9M Sell
1,089,715
-9,835
-0.9% -$563K 0.02% 654
2014
Q3 		$56.7M Sell
1,099,550
-81,555
-7% -$4.31M 0.02% 679
2014
Q2 		$62.9M Sell
1,181,105
-780
-0.1% -$40.2K 0.02% 663
2014
Q1 		$57.3M Buy
1,181,885
+328,424
+38% +$15.2M 0.02% 694
2013
Q4 		$36M Buy
853,461
+572,224
+203% +$25.2M 0.01% 829
2013
Q3 		$12.9M Buy
281,237
+52,396
+23% +$2.27M ﹤0.01% 1140
2013
Q2 		$9.6M Buy
+228,841
New +$9.68M ﹤0.01% 1208

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group's EXR Position: Q1 2026 in Review

Wellington Management Group sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,621 shares — an estimated $211K sold.

Wellington Management Group first reported a position in EXR in Q2 2013 and held it in 51 quarters. The position peaked at $353M in Q4 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Wellington Management Group reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 1,621 Extra Space Storage shares in Q1 2026, an estimated $211K.
  • Wellington Management Group first reported a position in Extra Space Storage in Q2 2013 and held it in 51 quarters.
  • Wellington Management Group's Extra Space Storage position peaked at $353M in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.